Duke Energy CORP
DUK- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001326160
No open-market purchases or sales by Duke Energy CORP insiders were filed in the last 90 days; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Duke Energy CORP as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,644
- +33 vs. Q1 2021
- Shares held
- 482.2M
- +324.1K (+0.1%) vs. Q1 2021
- Total value
- $47.6B
- +$1.09B (+2.3%) vs. Q1 2021
- New holders
- 110
- 726 more added
- Sold out
- 77
- 554 more reduced
21 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DUK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $48.7B |
| Q3 2023 | 1,779 | $43.9B |
| Q2 2023 | 1,798 | $44.1B |
| Q1 2023 | 1,807 | $47.3B |
| Q4 2022 | 1,822 | $50.9B |
| Q3 2022 | 1,747 | $45.4B |
| Q2 2022 | 1,798 | $52.3B |
| Q1 2022 | 1,834 | $53.7B |
| Q4 2021 | 1,781 | $50.4B |
| Q3 2021 | 1,630 | $46.6B |
| Q2 2021 | 1,644 | $47.6B |
| Q1 2021 | 1,632 | $46.6B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 4,068 | $402.0K | 0.14% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,070 | $402.0K | 0.21% | +295+7.8% | Added |
| Gray Wealth Management Inc. | 4,071 | $402.0K | 0.23% | +671+19.7% | Added |
| DRW Securities, LLC | 4,071 | $402.0K | 0.05% | +1,480+57.1% | Added |
| Loveless Wealth Management LLC | 4,085 | $403.0K | 0.25% | +1,785+77.6% | Added |
| Carl P. Sherr & Co., LLC | 4,106 | $405.0K | 0.28% | −109−2.6% | Reduced |
| Wealthsource Partners, LLC | 4,114 | $406.0K | 0.04% | +60+1.5% | Added |
| Garrett Investment Advisors LLC | 4,111 | $406.0K | 0.13% | +134+3.4% | Added |
| NorthRock Partners, LLC | 4,125 | $407.0K | 0.03% | +467+12.8% | Added |
| Farmers Trust Co | 4,131 | $408.0K | 0.09% | −522−11.2% | Reduced |
| Guyasuta Investment Advisors Inc | 4,141 | $409.0K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,138 | $409.0K | 0.02% | +4,138 | New |
| Traphagen Investment Advisors LLC | 2,770 | $410.5K | 0.07% | +10+0.4% | Added |
| Dodge & Cox | 4,166 | $411.0K | 0.00% | −1,016−19.6% | Reduced |
| White Lighthouse Investment Management Inc. | 4,160 | $411.0K | 0.11% | −214−4.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,170 | $412.0K | 0.27% | +160+4.0% | Added |
| Harbor Investment Advisory, LLC | 4,183 | $413.0K | 0.06% | −8−0.2% | Reduced |
| Strategic Wealth Designers | 4,225 | $417.0K | 0.15% | +484+12.9% | Added |
| Centaurus Financial, Inc. | 4,235 | $418.0K | 0.04% | +92+2.2% | Added |
| Means Investment Co., Inc. | 4,230 | $418.0K | 0.08% | +106+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,233 | $418.0K | 0.26% | +1,444+51.8% | Added |
| Cambridge Trust Co | 4,247 | $419.0K | 0.02% | +31+0.7% | Added |
| Navellier & Associates Inc | 4,254 | $420.0K | 0.06% | −191−4.3% | Reduced |
| BDO Wealth Advisors, LLC | 4,254 | $420.0K | 0.05% | +465+12.3% | Added |
| KLCM Advisors, Inc. | 4,279 | $422.0K | 0.09% | +480+12.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,276 | $422.0K | 0.08% | +655+18.1% | Added |
| Crewe Advisors LLC | 4,287 | $423.0K | 0.10% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,320 | $426.0K | 0.11% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 4,350 | $429.0K | 0.11% | +40+0.9% | Added |
| Minot Wealth Management LLC | 4,240 | $430.0K | 0.09% | +235+5.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,370 | $431.0K | 0.23% | −35−0.8% | Reduced |
| Roble, Belko & Company, Inc | 4,364 | $431.0K | 0.10% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 4,362 | $431.0K | 0.34% | +20.0% | Added |
| Strategic Blueprint, LLC | 4,371 | $431.0K | 0.07% | +43+1.0% | Added |
| Marathon Capital Management | 4,370 | $431.0K | 0.10% | +191+4.6% | Added |
| Brown Advisory Securities, LLC | 4,381 | $432.0K | 0.07% | −200−4.4% | Reduced |
| Tatro Capital, LLC | 4,392 | $434.0K | 0.30% | +454+11.5% | Added |
| Monetary Management Group Inc | 4,433 | $438.0K | 0.13% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,439 | $438.0K | 0.04% | +168+3.9% | Added |
| Firethorn Wealth Partners, LLC | 4,449 | $439.0K | 0.37% | +78+1.8% | Added |
| Assetmark, Inc | 4,467 | $441.0K | 0.00% | −57−1.3% | Reduced |
| Alpha Cubed Investments, LLC | 4,468 | $441.0K | 0.03% | +278+6.6% | Added |
| Reaves W H & Co Inc | 4,486 | $443.0K | 0.01% | +512+12.9% | Added |
| Carmichael Hill & Associates, Inc. | 4,503 | $445.0K | 0.25% | +8+0.2% | Added |
| Holloway Wealth Management, LLC | – | $450.0K | 0.14% | – | – |
| Alliance Wealth Advisors, LLC | 4,558 | $450.0K | 0.40% | +34+0.8% | Added |
| West Family Investments, Inc. | 4,557 | $450.0K | 0.13% | +4,557 | New |
| Reitz Capital Advisors LLC | 4,583 | $452.0K | 0.32% | −343−7.0% | Reduced |
| Cornerstone Wealth Management, LLC | 4,596 | $454.0K | 0.05% | +227+5.2% | Added |
| Walleye Capital LLC | 4,600 | $454.0K | 0.02% | +4,600 | New |
| Wills Financial Group, Inc. | 4,616 | $455.0K | 0.20% | +1,303+39.3% | Added |
| First Citizens Financial Corp | 4,624 | $456.0K | 0.34% | −73−1.6% | Reduced |
| LVM Capital Management Ltd | 4,628 | $457.0K | 0.07% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,647 | $458.0K | 0.06% | −329−6.6% | Reduced |
| Bessemer Group Inc | 4,638 | $458.0K | 0.00% | +237+5.4% | Added |
| TD Ameritrade Investment Management, LLC | 4,641 | $458.0K | 0.00% | +127+2.8% | Added |
| Laidlaw Wealth Management LLC | 4,648 | $459.0K | 0.12% | +251+5.7% | Added |
| Sugarloaf Wealth Management, LLC | 4,677 | $462.0K | 0.13% | +20+0.4% | Added |
| Blue Fin Capital, Inc. | 4,700 | $463.0K | 0.14% | −270−5.4% | Reduced |
| Wendell David Associates Inc | 4,697 | $464.0K | 0.05% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,707 | $465.0K | 0.15% | −16−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 4,710 | $465.0K | 0.02% | +525+12.5% | Added |
| Exane Derivatives | 4,586 | $465.6K | 0.11% | +2,502+120.1% | Added |
| Essex Private Wealth Management, LLC | 4,725 | $466.0K | 0.43% | −422−8.2% | Reduced |
| Marietta Investment Partners LLC | 4,722 | $466.0K | 0.11% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 4,730 | $467.0K | 0.12% | +3+0.1% | Added |
| Princeton Portfolio Strategies Group LLC | 4,740 | $468.0K | 0.09% | −4,555−49.0% | Reduced |
| Westover Capital Advisors, LLC | 4,742 | $468.0K | 0.15% | −339−6.7% | Reduced |
| Horizon Investments, LLC | 4,798 | $469.0K | 0.01% | +410+9.3% | Added |
| CWS Financial Advisors, LLC | 4,771 | $471.0K | 0.19% | +67+1.4% | Added |
| Boston Financial Mangement LLC | 4,785 | $472.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,786 | $472.5K | 0.03% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 4,794 | $473.0K | 0.32% | +10.0% | Added |
| Coastline Trust Co | 4,805 | $474.0K | 0.06% | −100−2.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,807 | $475.0K | 0.16% | +127+2.7% | Added |
| Pasadena Private Wealth, LLC | 4,810 | $475.0K | 0.16% | +445+10.2% | Added |
| Campion Asset Management LLC | 4,869 | $481.0K | 0.40% | −812−14.3% | Reduced |
| Associated Banc-Corp | 4,869 | $481.0K | 0.02% | +194+4.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,880 | $482.0K | 0.08% | −75−1.5% | Reduced |
| Alphasimplex Group, LLC | 4,897 | $483.0K | 0.24% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 4,900 | $484.0K | 0.05% | −333−6.4% | Reduced |
| Wealthspire Advisors, LLC | 4,926 | $486.0K | 0.01% | −11,743−70.4% | Reduced |
| Great Valley Advisor Group, Inc. | 4,949 | $486.0K | 0.04% | +117+2.4% | Added |
| Elmwood Wealth Management, Inc. | 4,933 | $487.0K | 0.26% | 00.0% | Unchanged |
| NBT Bank N A | 4,985 | $492.0K | 0.07% | 00.0% | Unchanged |
| Curi Capital | 5,006 | $494.0K | 0.25% | +8+0.2% | Added |
| Accurate Wealth Management, LLC | 5,007 | $494.0K | 0.43% | +5,007 | New |
| Cannon Financial Strategists, Inc. | 5,011 | $494.7K | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,035 | $497.0K | 0.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 5,038 | $497.0K | 0.19% | +233+4.8% | Added |
| Alaethes Wealth LLC | 5,040 | $498.0K | 0.38% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,049 | $499.0K | 0.02% | +5+0.1% | Added |
| Tiemann Investment Advisors, LLC | 5,075 | $501.0K | 0.23% | −158−3.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,136 | $507.0K | 0.02% | +910+21.5% | Added |
| Phocas Financial Corp. | 5,151 | $508.0K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,145 | $508.0K | 0.03% | +67+1.3% | Added |
| Bedel Financial Consulting, Inc. | 5,163 | $510.0K | 0.18% | +403+8.5% | Added |
| Blueshift Asset Management, LLC | 5,177 | $511.0K | 0.03% | −5,868−53.1% | Reduced |
| CMG Global Holdings, LLC | 5,183 | $512.0K | 0.39% | −8−0.2% | Reduced |
| Day & Ennis, LLC | 5,185 | $512.0K | 0.18% | +122+2.4% | Added |